See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,451 | $27,915+127.3% | $58,482+8.5% | $75,163-15.6% |
| Participation rate | 34.4% | 38.8%-4.5pp | 50.9%-16.5pp | 67.2%-32.8pp |
| Annual return | 19.24% | 44.20%-25.0pp | 4239.32%-4220.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $522 | $669-21.9% | $1,053-50.4% | $2,670-80.4% |
| Participant deferral / active EE | $1,704 | $1,201+41.9% | $1,924-11.4% | $4,125-58.7% |
| Admin fee / account holder | $1,585 | $1,726-8.1% | $2,516-37.0% | $5,651-72.0% |